See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,662 | $175,202-10.0% | $149,673+5.3% | $139,434+13.1% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 14.04% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,338 | $5,474-75.6% | $4,818-72.2% | $4,751-71.8% |
| Participant deferral / active EE | $6,851 | $6,519+5.1% | $5,680+20.6% | $6,710+2.1% |
| Admin fee / account holder | $14,476 | $16,150-10.4% | $13,210+9.6% | $11,403+27.0% |